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Overview

If your system can do automatic product file price updates, for example if you are an Office Brands dealer, there is a procedure you need to follow to make best use of automatic price updates:

Procedure

  1. Run a price book run for all

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  1. products
  2. Add quantity on hand to the price book run log
  3. Filter the price book run log to only show products where the list price has changed
  4. Export the price book run to Excel and add a column with a formula being (newvalue/oldvalue) * 100 as the percentage change is sell price. Then sort the excel data by the new column.
  5. Review the large positive and large negative changes on the spreadsheet
  6. For product where you do not want the data to change to match the price book. Go to the product and in the catalogue update tab, set ignore changes to sell prices and ignore changes to cost prices to be true

Repeat the above procedure until you get a price book run which only includes acceptable sell price changes.Then , then post that price book run.

Your first price book run will normally be very large and should be posted on the server or on a workstation with lots a lot of memory and processing power.

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